Select the organization type and the organization nodes that the policy applies to. For example, if you have two companies that require audit policies, the policy you are creating might apply to only one of those companies.

Policy rules

Define the rules that are associated with the policy.

For example, you might specify that all invoices from a particular vendor that are more than 500.00 require special approval.

Open a form where you can create a policy and its associated policy rules.

Retire policy

Retire the selected policy. When you retire a policy, all the rules that are contained in the policy are retired as well. Retired policies remain in the system for auditing purposes, but they cannot be reactivated.

Parameters

Open a form where you can define the organizational structure that policies apply to and the order of precedence for those policies.

Create policy rule

Create a policy rule for this policy, based on the selected policy rule type.

Retire policy rule

Retire the selected policy rule. Retired policy rules remain in the system for auditing purposes, but they cannot be reactivated.

Select the organization hierarchy to which this policy will apply. Policies apply to organization nodes in an organization hierarchy. First you select the organization hierarchy, and then you select the nodes that are affected by the policy. Policies are applied based on the organization node that the user belongs to.

Policy rule type:

The types of policy rules that have been defined for the policy. When a policy rule type is selected, the policy rules and related fields are displayed in the policy rules grid.